MORSE CAPITAL PARTNERS, LLC

CRD #146383 SEC #801-68819 RICHMOND, VA 804.888.7771

SEC Registered

Total AUM

$246.1M

Discretionary

$246.1M

Employees

Clients

Accounts

347

Firm Details

Organization Type: Limited Liability Company
State of Formation: Virginia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ARCE, JOSEPH, PHILLIP	I	CCO	NA
ARCE, JOSEPH, PHILLIP	I	CCO	NA
DWORSKY, LOUIS, DAVID	I	CCO	NA	Control
DWORSKY, LOUIS, DAVID	I	CCO	NA	Control
DWORSKY, LOUIS, DAVID	I	MEMBER	NA	Control
DWORSKY, LOUIS, DAVID	I	CCO	NA	Control
DWORSKY, LOUIS, DAVID	I	MEMBER	NA	Control
HAFT, BRYAN, CHARLES	I	CHIEF COMPLIANCE OFFICER	NA	Control
HAFT, BRYAN, CHARLES	I	CHIEF COMPLIANCE OFFICER	NA	Control
HAFT, BRYAN, CHARLES	I	CHIEF COMPLIANCE OFFICER	NA	Control
JONES, DAVID, DWAIN	I	CHIEF COMPLIANCE OFFICER	NA
JONES, DAVID, DWAIN	I	CHIEF COMPLIANCE OFFICER	NA
JONES, DAVID, DWAIN	I	CHIEF COMPLIANCE OFFICER	NA
KELLER, SHANNON, BARFIELD	I	CHIEF INVESTMENT OFFICER	NA	Control
KELLER, SHANNON, BARFIELD	I	CHIEF INVESTMENT OFFICER	NA	Control
KELLER, SHANNON, BARFIELD	I	CHIEF INVESTMENT OFFICER	NA	Control
KELLER, SHANNON, BARFIELD	I	CHIEF INVESTMENT OFFICER	NA	Control
Kiebach, Pia, Gertrud	I	CHIEF COMPLIANCE OFFICER	NA	Control
Kiebach, Pia, Gertrud	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWAYZE, ASHLEIGH, COOPER	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWAYZE, ASHLEIGH, COOPER	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWAYZE, ASHLEIGH, COOPER	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWAYZE, ASHLEIGH, COOPER	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWAYZE, ASHLEIGH, COOPER	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWAYZE, ASHLEIGH, COOPER	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWENDIMAN, MATTHEW, ASHLEY	I	CHIEF COMPLIANCE OFFICER	NA
SWENDIMAN, MATTHEW, ASHLEY	I	CHIEF COMPLIANCE OFFICER	NA
SWENDIMAN, MATTHEW, ASHLEY	I	CHIEF COMPLIANCE OFFICER	NA
SWENDIMAN, MATTHEW, ASHLEY	I	CHIEF COMPLIANCE OFFICER	NA
SWENDIMAN, MATTHEW, ASHLEY	I	CHIEF COMPLIANCE OFFICER	NA
SWENDIMAN, MATTHEW, ASHLEY	I	CHIEF COMPLIANCE OFFICER	NA
SWENDIMAN, MATTHEW, ASHLEY	I	CHIEF COMPLIANCE OFFICER	NA
VALERIE, ANDREW, MICHAEL	I	CHIEF INVESTMENT OFFICER	NA	Control
VALERIE, ANDREW, MICHAEL	I	CHIEF INVESTMENT OFFICER	NA	Control
WAKE, ROBERT, ROLAND	I	CHIEF OPERATING OFFICER	NA	Control
WAKE, ROBERT, ROLAND	I	CHIEF OPERATING OFFICER	NA	Control
WESTBROOK, SARAH, MARGARET	I	CHIEF COMPLIANCE OFFICER	NA	Control
WESTBROOK, SARAH, MARGARET	I	CHIEF COMPLIANCE OFFICER	NA	Control
WESTBROOK, SARAH, MARGARET	I	CHIEF COMPLIANCE OFFICER	NA	Control
WESTBROOK, SARAH, MARGARET	I	CHIEF COMPLIANCE OFFICER	NA	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
DWORSKY, LOUIS, DAVID	I	MANAGING DIRECTOR	D	Control
DWORSKY, LOUIS, DAVID	I	MANAGING DIRECTOR	D	Control
DWORSKY, LOUIS, DAVID	I	MANAGING DIRECTOR	D	Control
DWORSKY, LOUIS, DAVID	I	MANAGING DIRECTOR	D	Control
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	D
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	D
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	D
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	D
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	D
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	D
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	D
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	D
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	D
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CCO	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CCO	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CCO	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CCO	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CCO	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CCO	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CCO	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER/CCO	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER, CCO	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	D	Control
RRAMCP, LLC	DE	MEMBER	D	Control
RRAMCP, LLC	DE	MEMBER	D	Control
RRAMCP, LLC	DE	MEMBER	D	Control
ZERMATT HOLDING, LLC	DE	OWNER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
ZERMATT WEALTH PARTNERS, LLC	DE	MEMBER	D	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER, CCO	C	Control
MORSE, MARVIN, BRENT	I	MANAGING MEMBER, CCO	C	Control
ACKERMAN, GARY, LYNN	I	DIRECTOR, SENIOR CONSULTANT	B
ACKERMAN, GARY, LYNN	I	DIRECTOR, SENIOR CONSULTANT	B
ACKERMAN, GARY, LYNN	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
FREEMAN, ROBERT, MALLORY	I	DIRECTOR, SENIOR CONSULTANT	B
ACKERMAN, GARY, LYNN	I	PARTNER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT WEALTH PARTNERS, LLC	E	Control
DWORSKY, LOUIS, DAVID	I	ZERMATT HOLDING, LLC	E	Control
RIGGS, JAMES, ARTHUR	I	RRAMCP, LLC	C	Control
RIGGS, JAMES, ARTHUR	I	RRAMCP, LLC	C	Control
RIGGS, JAMES, ARTHUR	I	RRAMCP, LLC	C	Control
ROGERS, LOUIS, JAY	I	RRAMCP, LLC	C	Control
ROGERS, LOUIS, JAY	I	RRAMCP, LLC	C	Control
ROGERS, LOUIS, JAY	I	RRAMCP, LLC	C	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (6)

CA FL NC NY TX VA

Address

9030 STONY POINT PARKWAY
SUITE 590
RICHMOND, VA 23235
United States

Phone: 804.888.7771